
š Secure Document Upload
Use this form to securely upload your account statements, tax returns, or other relevant documents. Files are encrypted and handled confidentially.
We take your privacy seriously. Your information will never be shared without your consent.

š Secure Document Upload
Use this form to securely upload your account statements, tax returns, or other relevant documents. Files are encrypted and handled confidentially.
We take your privacy seriously. Your information will never be shared without your consent.
Toolson Capital Management and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Toolson Capital Management. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.